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Robertson Stephens Wealth Management, LLC

SEC CIK
0001767307
Latest filing
Jul 29, 2026

T holding history

AT&T Inc. in every 13F filed by Robertson Stephens Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
12,900
Value
$267.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of T by Robertson Stephens Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,900$267.0K<0.1%−4,077−24.0%ReducedHolders
Q1 202616,977$492.2K<0.1%−457−2.6%ReducedHolders
Q4 202517,434$433.1K<0.1%−1,394−7.4%ReducedHolders
Q3 202518,828$531.7K<0.1%+2,509+15.4%AddedHolders
Q2 202516,319$472.3K<0.1%−2,689−14.1%ReducedHolders
Q1 202519,008$537.6K<0.1%−4,121−17.8%ReducedHolders
Q4 202423,129$526.6K<0.1%−2,060−8.2%ReducedHolders
Q3 202425,189$554.2K<0.1%−2,015−7.4%ReducedHolders
Q2 202427,204$519.9K<0.1%+4,191+18.2%AddedHolders
Q1 202423,013$405.0K<0.1%−4,930−17.6%ReducedHolders
Q4 202327,943$468.9K<0.1%−2,901−9.4%ReducedHolders
Q3 202330,844$463.3K<0.1%−1,331−4.1%ReducedHolders
Q2 202332,175$513.2K<0.1%−8,715−21.3%ReducedHolders
Q1 202340,890$787.1K0.1%+5,800+16.5%AddedHolders
Q4 202235,090$646.0K0.1%−31,219−47.1%ReducedHolders
Q3 202266,309$1.02M0.1%−32,795−33.1%ReducedHolders
Q2 202299,104$2.08M0.2%+17,621+21.6%AddedHolders
Q1 202281,483$1.93M0.2%+190.0%AddedHolders
Q4 202181,464$2.00M0.2%−12,170−13.0%ReducedHolders
Q3 202193,634$2.53M0.3%+3,404+3.8%AddedHolders
Q2 202190,230$2.60M0.3%+5,763+6.8%AddedHolders
Q1 202184,467$2.56M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.